Lenox Wealth Advisors’s Comcast CMCSA Stock Holding History

Lenox Wealth Advisors’s Portfolio CMCSA Stock Details CMCSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$126K	Sell	2,650 -242	-8%	-$11.7K	0.02%	145
2021 Q4	$146K	Buy	2,892 +88	+3%	+$4.59K	0.02%	137
2021 Q3	$157K	Sell	2,804 -132	-4%	-$7.7K	0.02%	122
2021 Q2	$167K	Buy	2,936 +1,473	+101%	+$82.4K	0.02%	112
2021 Q1	$79K	Sell	1,463 -256	-15%	-$13.5K	0.01%	142
2020 Q4	$90K	Buy	1,719 +274	+19%	+$13.1K	0.01%	128
2020 Q3	$67K	Sell	1,445 -892	-38%	-$38.8K	0.01%	135
2020 Q2	$91K	Buy	2,337 +930	+66%	+$35.4K	0.01%	110
2020 Q1	$48K	Buy	1,407 +102	+8%	+$4.3K	0.01%	140
2019 Q4	$59K	Buy	1,305 +560	+75%	+$24.9K	0.01%	159
2019 Q3	$34K	Buy	745 +201	+37%	+$8.9K	0.01%	195
2019 Q2	$23K	Sell	544 -222	-29%	-$9.37K	﹤0.01%	213
2019 Q1	$31K	Buy	766 +94	+14%	+$3.54K	0.01%	168
2018 Q4	$23K	Buy	672 +128	+24%	+$4.67K	﹤0.01%	184
2018 Q3	$19K	Sell	544 -1,334	-71%	-$47.2K	﹤0.01%	211
2018 Q2	$62K	Buy	1,878 +1,334	+245%	+$43.5K	0.01%	119
2018 Q1	$19K	Buy	+544	New	+$21.1K	﹤0.01%	277
2017 Q4	–	Sell	-24	Closed	-$1K	–	401
2017 Q3	$1K	Buy	+24	New	+$945	﹤0.01%	196
2016 Q4	–	Sell	-258	Closed	-$9K	–	123
2016 Q3	$9K	Sell	258 -150	-37%	-$4.99K	﹤0.01%	174
2016 Q2	$13K	Hold	408	–	–	﹤0.01%	157
2016 Q1	$12K	Sell	408 -1,110	-73%	-$31.9K	﹤0.01%	159
2015 Q4	$43K	Buy	1,518 +404	+36%	+$12.2K	0.01%	97
2015 Q3	$32K	Buy	1,114 +856	+332%	+$25.4K	0.01%	108
2015 Q2	$8K	Hold	258	–	–	﹤0.01%	158
2015 Q1	$7K	Hold	258	–	–	﹤0.01%	191
2014 Q4	$7K	Buy	+258	New	+$7.07K	﹤0.01%	194
2014 Q1	–	Sell	-706	Closed	-$18K	–	210
2013 Q4	$18K	Buy	+706	New	+$17K	0.01%	120
2013 Q3	–	Sell	-240	Closed	-$5K	–	260
2013 Q2	$5K	Buy	+240	New	+$4.96K	0.01%	181

Other funds holding CMCSA

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Advisors's CMCSA Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Comcast (CMCSA) stake by 8.4% in Q1 2022, selling an estimated $11.7K and leaving 2,650 shares worth $126K. The position accounts for 0.02% of the portfolio, ranked #145.

Lenox Wealth Advisors first reported a position in CMCSA in Q2 2013 and has held it in 28 quarters since. The position peaked at $167K in Q2 2021. 2,353 funds tracked by Wall St. Rank hold CMCSA as of Q1 2022.

Lenox Wealth Advisors held 2,650 shares of Comcast worth $126K as of Q1 2022.
Lenox Wealth Advisors sold 242 Comcast shares in Q1 2022, an estimated $11.7K.
Comcast made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #145 holding.
Lenox Wealth Advisors first reported a position in Comcast in Q2 2013 and has held it in 28 quarters since.
Lenox Wealth Advisors's Comcast position peaked at $167K in Q2 2021.
2,353 funds tracked by Wall St. Rank held Comcast as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.